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Managing the Billing Day of Month
Salesforce Billing uses the order’s billing day of month to calculate the next billing date for each of the order’s recurring order products. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
Note If the billing day of month is set to a value higher than the number of days in the starting
month of the order, and the order products are billed in advance, use Bill Now, or set Override
Next Billing Date to the start date of the order product to create the first invoice.
- Using Billing Day of Month in Next Billing Date Calculation
- Recurring order products inherit the start date of their parent order by default. Salesforce
CPQ then evaluates whether the order product is billed in advance or arrears.
- If the order product is billed in advance, Salesforce CPQ evaluates the order’s billing day of month to choose the nearest date on or before the order product’s start date. For example, if the order product’s start date is January 1, and the order’s billing day of month is 15, the next billing date is December 15.
- If the order product is billed in arrears, Salesforce CPQ evaluates the order’s billing day of month to choose the nearest date after the order product’s start date. It then evaluates the order product’s billing frequency. For example, if the order product’s start date is January 1, the billing day of month is 1, and the billing frequency is quarterly, the next billing date is April 1.
- Sales reps can also edit an order product record to change its start date.
Example
| Order Product | Quote Start Date | Quote Line Start Date | Charge Type | Billing Type | Billing Frequency | Billing Day of Month | Order Start Date | Next Billing Date |
|---|---|---|---|---|---|---|---|---|
| A | 03/15 | null | Recurring | Advance | Monthly | 10 | 04/05 | 03/10 |
| B | 03/15 | null | Recurring | Advance | Quarterly | 10 | 03/15 | 03/10 |
| C | 03/15 | null | Recurring | Arrears | Monthly | 10 | 04/05 | 04/10 |
| D | 03/15 | null | Recurring | Arrears | Monthly | 31 | 04/05 | 04/30 |
| E | 01/15 | null | Recurring | Arrears | Quarterly | 10 | 01/15 | 02/10 |
- Changing the Billing Day of Month
Salesforce Billing uses the order’s billing day of month to calculate the billing period and next billing date for each of its order products. The billing day of month also affects usage summary periods for usage products. When you change the billing day of month on an order product, consider how it can affect your billing timelines. (Salesforce Billing Managed Package)
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